-98.9%
NVD vs VLTO
+54.8%
-153.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -5.9% | -5.3% |
| 7D | +16.8% | +5.4% | +11.4% | +19.6% |
| 30D | +54.3% | +22.3% | +32.0% | +69.1% |
| 3M | +24.3% | +19.6% | +4.7% | +34.5% |
| 6M | +0.6% | +35.2% | -34.6% | +16.8% |
| YTD | -27.7% | +17.9% | -45.5% | -23.6% |
| 1Y | -29.4% | +19.5% | -48.9% | -24.7% |
| 3Y | -98.8% | +73.9% | -172.7% | -98.4% |
| All | -98.9% | +54.8% | -153.8% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling